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Archives for December 17, 2018

College Graduation

December 17, 2018

Saving for College: Surveying Some Options

When it comes to saving for college, there are two words you should take to heart: Start … Early. College is expensive. While starting early

Category iconFinancial Planning

Caution Avalanche Danger Sign to Represent Recession

December 17, 2018

Recession Doesn’t Appear Imminent, but Investors Must Protect Themselves

Is Investor Optimism a Contrarian Signal? The market seems indestructible. It has risen in the face of multiple record-breaking hurricanes, mass

Category iconInvestment Management,  Markets

A Cup Of Coffee On A Blue Background + Make Choices that Increase Your Wealth

December 17, 2018

Make Choices That Leave You With Greater Wealth

At Apprise we want to help people make better decisions about money. As a result, we plan to publish weekly blogs in which we share information we

Category iconFinancial Planning

2018 Notebook and How to Keep Your Financial New Year's Resolutions

December 17, 2018

Financial New Year’s Resolutions: How To Keep Them

In January, it is customary to make New Year’s Resolutions. Unfortunately, the reality is most resolutions are not kept. In fact, according to this

Category iconFinancial Planning

A Pair Of Glasses To Represent Fee Transparency When Working With A Financial Advisor

December 17, 2018

Fee Transparency: You May Be Paying More Than You Think!

If you work with a financial advisor, you can be billed in several different ways. Two of the most common bases of payment are transactions and assets

Category iconPersonal Finance

Risk Management with Assess, Identify, Control, And Review

December 17, 2018

At Some Point, the Market Will Turn Lower – Will You Be Ready?

SOMEDAY In the words of John Mellencamp, “Someday, but I don’t know when” there will likely be a significant market downturn. I won’t pretend that I

Category iconMarkets

A Financial Advisor Sitting And Talking With A Client About Financial Planning

December 17, 2018

7 Questions Investors Should Ask Their Advisors

As published on Paladin Registry As we approach April 15, it is quite possible taxes are on investors’ minds. If you are working with a fee-only

Category iconFinancial Planning

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At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.

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